Are You Taking Notes?

Steve Wozniacki: My grandfather carried around a check in his wallet to his dying day. He said, I still have that money invested after all these years. And even those conversations that he had in the past,. they have to be influenced in what's going on in his household today. His advice for advisors is to write down your stories and get your whole list of stories so that you've got them ready when it's appropriate to pull it out.